2023 Form 5500 filing — Lerner David Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011080640NAL0022383089001) for Lerner David Retirement Plan, reported by Lerner David, Llp under EIN 22-2269956 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011080640NAL0022383089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lerner David, Llp
- EIN
- 22-2269956
- Plan number
- 001
- Location
- Cranford, NJ
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,989,460
- Net assets (EOY)
- $56,989,460
- Employer contributions
- $948,037
- Participant contributions
- $888,568
- Total income / additions
- $11,089,395
- Benefits paid
- $9,765,283
- Administrative expenses
- $41,385
- Total expenses
- $9,806,668
- Net increase / (decrease)
- $1,282,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar | SERVICE PROVIDER | $0 | $9,169 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,595 | $0 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | not reported in the loaded dataset | $0 |